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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,068 | $138,076-63.7% | $123,553-59.5% | $135,380-63.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 72.34% | 153.70%-81.4pp | 119.21%-46.9pp | 519.81%-447.5pp |
| Employer contribution / active EE | $49 | $5,152-99.0% | $4,628-98.9% | $4,779-99.0% |
| Participant deferral / active EE | $341 | $6,800-95.0% | $6,426-94.7% | $5,609-93.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |